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June Chapter Program

Learn from two speakers this month- how to better communicate with female clients and couples that need help with financial planning.

The Power of the PurseSpeaker: Cary Carbonaro, MBA, CFP®

Managing Director, United Capital of New York & New Jersey

Author of Money Queen Guide For Woman Who Want to Build Wealth and Banish Fearwww.moneyqueenguide.com and Listed in the Top 10 Books to Make You Rich by Daily Worth.

Cary will discuss tips for working with female clients, communication cues and helping them find financial security. She will explore why women are so powerful as centers of influence and help you see why they are unique with eye-opening statistics. Check out her quiz to be taken and discussed onsite, and review her whitepaper details now.

Cary Carbonaro is an Award Winning, International known Personal Finance Expert. She is a Certified Financial planner professional with an MBA in finance, with over 25 years of experience in financial services. In 2014, she was named an Ambassador for the CFP® Board, one of only 50 in the United States. Cary’s book “The Money Queen’s Guide For Women Who Want Build Wealth and Banish Fear” (Morgan James, October 2015) was an Amazon #1 Best Seller in several countries in Wealth Management. It was ranked as one of the “Top 10 Books that Can Make You Rich” by Daily Worth. She is the recipient of the prestigious “2016 Investment News Women to Watch” award. She is a passionate female advocate and champion of financial literary. She counsels her clients how to life their one best financial life.

Cary is frequently sought out for her opinions and is a leading influencer in her profession. She is listed as #2 on Twitter just behind Suze Orman. She is also listed as “The Most Influential Women in Finance on Twitter” Cary has also been a guest on “Fox & Friends” “The Today Show,” CNN, CNBC, CBS, Fox News, ABC, NPR and is a frequent guest on Fox 5, PBS Nightly Business and WPIX NY. She has been quoted in a variety of well-known publications, including: The Wall Street Journal, Newsday, New York Post, USA Today, Cosmopolitan Magazine, Teen Vogue, AAPR, Time Magazine, Money Magazine, Bloomberg, Huffington Post, Bankrate, More Magazine, Business Insider, Reuters, Forbes, Kiplinger’s, US News & World Report and Investor’s Business Daily. She has also served as the Orlando Sentinel’s “Money Matters Hotline” Expert.

Derek Lawson

Financial problems are consistently reported as a top stressor for Americans, contributing to marital conflict and dissolution. The purpose of the study used for this presentation was to determine how spending personalities contribute to financial conflict between partners. This presentation is intended for entry level and experienced planners who want to apply a holistic planning approach by providing ideas of how to incorporate relationship dynamics into resource allocation decisions.

Recognize the top predictors of financial conflict for both husbands and wives.

Describe ways in which financial planners can encourage low-stress communication with their clients

Identify communication strategies available to the financial planner in which they can utilize with their clients to help reduce couple conflict around money.

Derek Lawson is a Certified Financial PlannerTM and a Graduate Research Assistant of Personal Financial Planning at Kansas State University. Derek is a Financial Planner at Priority Financial Partners based out of Durango, CO. His research focuses on relationship dynamics, physiological stressors, financial therapy, and behavioral finance, with a primary focus of young adults in their mid-twenties and thirties. His work has been published in the Journal of Financial Planning, and he co-authored a chapter on Money Scripts in the book, Financial Therapy: Theory, Research, and Practice. Derek is currently serving as Treasurer of the Financial Therapy Association, has previously served as the Secretary for the National FPA NexGen group, and Director of NexGen for the Financial Planning Association of Greater Kansas City chapter. He currently serves as the President of the graduate student body at Kansas State University.

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.